Client Tax Organizer

Client Tax Organizer
Name*

First NameMiddle NameLast NameSuffix
Spouse Name

First NameMiddle NameLast NameSuffix
What tax year are you filing?*
Tax Preparer
Email
example@example.com
Dear Tax Client:

This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

By providing us with your signature, you are accepting the terms and conditions specified in this letter.

We will prepare your federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges.

It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income, expenses, credits and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal.
If the above sets forth your understanding, please sign this letter in the space indicated. This letter will apply for all tax returned prepared for you by our tax preparers.

I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties. I understand that this tax company is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.
Tax Payer Signature*

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Date*

MonthDayYear
Date
Spouse Signature

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Spouse Date

MonthDayYear
Date

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION
For the purposes of this consent form, “we,” “us,” and “our” mean Solutions Group for {whatTax} tax year.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Pathward, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your tax return information necessary for evaluating the request to Pathward.
If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or Services. If you would like us to disclose your tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.
By signing below, you authorize us to disclose to Pathward all of your tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.
Name*

First NameMiddle NameLast NameSuffix
Signature*

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Date*

MonthDayYear
Date
Spouse Name

First NameMiddle NameLast NameSuffix
Spouse Signature

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Date

MonthDayYear
Date

CONSENT TO USE OF TAX RETURN INFORMATION
For the purposes of this consent form, “we,” “us,” and “our” mean Solutions Group for {whatTax} tax year.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.
You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.
For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund.
If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.
By signing below, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to present you with the opportunity to apply for these products and services.

If you believe your tax return information has been disclosed or used improperly in a manner
unauthorized by law or without your permission, you may contact the Treasury Inspector General
for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at
complaints@tigta.treas.gov.
Name*

First NameMiddle NameLast NameSuffix
Signature*

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Date*

MonthDayYear
Date
Spouse Name

First NameMiddle NameLast NameSuffix
Signature

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Date

MonthDayYear
Date

Client Data Information
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointlyQualifying WidowerNot Sure

Basic Information*

	Legal Name (First & Last)	SSN or TIN	Birthdate	Occupation
Taxpayer
Spouse

Other Information*

	Telephone #	Email Address	Identity Theft IP PIN(Provided by the IRS)	Status
Taxpayer
Spouse

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Address(if different from yours)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you want $3 of your Federal tax to go to the Presidential Election Campaign Fund?*

YESNO

Dependent Information

	Full Name	SSN	Birthday	Months at Home?	Status
1
2
3
4
5

	Number of Forms Received
Taxpayer W2's
Spouse W2's
Dependents' W2's
Unemployment Income (1099-G)

Acknowledgement & Signature

To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records to substantiate in the event of an audit. I allow Solutions Group of FL, LLC to capture my sensitive data including but not limited to IDs, Social Security Number (SSN), tax forms, and other information. I have read the Terms & Conditions and Privacy Policy of Solutions Group of FL, LLC.
Taxpayer Signature*

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Date Signed*

MonthDayYear
Date
Spouse SIgnature

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Date Signed

MonthDayYear
Date
Solutions Group is a Financial Services offices with other services to assist our clients with navigating life better. We want to be sure all of our clients have all the necessary coverage they need. If you are interested in any of our other services please feel free to check a box and one of our agents will contact you.*

Life InsuranceHealth InsurancePersonal Credit RestorationBusiness Credit RestorationNone
Should be Empty:

	Applicable?	Amount (or upload below)
Cash amounts donated to houses of worship, schools, other qualified charitable organizations
Records of non-cash charitable donations (Thrift Store donations, car donations, etc.)
Amounts of miles driven for charitable purposes
Appreciated stock donation (DAF)
None Apply

	Applicable?	Amount (or upload below)
Amounts paid out of pocket (NOT with HSA) for healthcare (doctors, hospitals, lasik, eye care + glasses/contacts, acupuncture, chiropractors, dentists, birth control, fertility, breast pumps, pregnancy tests, alcoholism + drug addiction treatments, prostheses, bandages, hearing aids, learning disabilities, conferences, nursing homes, psychologists, tutoring for children with special needs, sterilization, smoking cessation, hard-of-hearing telephones and televisions, and more. see IRS pub. 502.
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Amounts of miles driven for medical purposes
Form 5498-SA showing HSA contributions
HSA contributions made outside of your employer (often after year-end but before tax deadline)
Self-Employed Health Insurance: Amount paid out of pocket for premiums (if you did not qualify for coverage through your employer or your spouses employer, and excludes Christian Health-sharing ministries, which do not count as health insurance)
Insurance premiums paid out of pocket (amount not covered by your employer)
Cost of medical travel (lodging and meals)
None Apply

	Applicable?	Amount (or upload below)
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
Receipts for classroom expenses (for educators in grades K-12)
Form 1099-Q 529 Savings Account Distributions
529 Account Contributions (Deductible in Some States)
None Apply

Client Tax Organizer

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

CONSENT TO USE OF TAX RETURN INFORMATION

Client Data Information

Acknowledgement & Signature